 微软MSFT |
| 7.68% | 6.74% | $1,689.3万 | 4.5万股 | $1,392.1万 | 3.8万股 | +7,680股+20.42% | 加仓 |
 沃尔玛WMT |
| 6.72% | 6.23% | $1,477.9万 | 13.0万股 | $1,286.7万 | 10.4万股 | +2.7万股+26.03% | 加仓 |
 亚马逊AMZN |
| 6.52% | 6.68% | $1,434.2万 | 6.0万股 | $1,380.1万 | 6.6万股 | -6,091股-9.19% | 减仓 |
 谷歌AGOOGL |
| 6.5% | 6.04% | $1,429.2万 | 4.0万股 | $1,247.7万 | 4.3万股 | -3,395股-7.82% | 减仓 |
 英伟达NVDA |
| 5.57% | 2.21% | $1,224.5万 | 6.1万股 | $455.8万 | 2.6万股 | +3.5万股+134.16% | 加仓 |
 好市多COST |
| 5.21% | 4.81% | $1,145.1万 | 1.2万股 | $993.8万 | 9,974股 | +2,267股+22.73% | 加仓 |
 美国运通AXP |
| 4.65% | 3.25% | $1,022.6万 | 3.0万股 | $671.3万 | 2.2万股 | +8,039股+36.22% | 加仓 |
 VisaV |
| 4.58% | 3.77% | $1,006.8万 | 2.9万股 | $778.1万 | 2.6万股 | +3,600股+13.98% | 加仓 |
 万事达MA |
| 4.53% | 4.18% | $996.9万 | 1.9万股 | $863.5万 | 1.7万股 | +2,128股+12.31% | 加仓 |
 BOOKING COMBKNG |
| 4.24% | 4.79% | $931.7万 | 5.2万股 | $989.8万 | 2,351股 | +5.0万股+2,123.39% | 加仓 |
 麦当劳MCD |
| 4.18% | 1.97% | $918.1万 | 3.4万股 | $406.6万 | 1.3万股 | +2.1万股+159.64% | 加仓 |
 苹果AAPL |
| 4.15% | 4.67% | $911.4万 | 3.1万股 | $964.7万 | 3.8万股 | -6,515股-17.14% | 减仓 |
 可口可乐KO |
| 3.47% | 3.55% | $763.5万 | 9.4万股 | $734.0万 | 9.7万股 | -2,578股-2.67% | 减仓 |
 家得宝HD |
| 2.89% | 2.5% | $635.8万 | 1.8万股 | $517.2万 | 1.6万股 | +2,304股+14.65% | 加仓 |
 Meta平台META |
| 2.74% | 5.36% | $603.1万 | 1.1万股 | $1,106.7万 | 1.9万股 | -8,637股-44.65% | 减仓 |
 特斯拉TSLA |
| 2.59% | 2.86% | $569.0万 | 1.4万股 | $591.3万 | 1.6万股 | -2,377股-14.94% | 减仓 |
 宝洁PG |
| 2.35% | 3.99% | $517.4万 | 3.5万股 | $823.9万 | 5.7万股 | -2.2万股-38.14% | 减仓 |
 NETFLIXNFLX |
| 2.08% | 2.13% | $457.6万 | 6.4万股 | $441.1万 | 4.6万股 | +1.8万股+39.71% | 加仓 |
 高露洁CL |
| 1.94% | 1.97% | $426.9万 | 4.7万股 | $407.5万 | 4.8万股 | -1,251股-2.62% | 减仓 |
 礼来LLY |
| 1.92% | — | $421.1万 | 3,511股 | $0 | 0股 | +3,511股 | 新买入 |
 LOWES COS COMLOW |
| 1.88% | 1.76% | $412.8万 | 1.9万股 | $363.5万 | 1.5万股 | +3,337股+21.69% | 加仓 |
 FERRARI COMRACE |
| 1.78% | 1.84% | $390.4万 | 1.0万股 | $379.2万 | 1.1万股 | -718股-6.41% | 减仓 |
 迪士尼DIS |
| 1.74% | — | $382.7万 | 4.0万股 | $0 | 0股 | +4.0万股 | 新买入 |
 惠普HPQ |
| 1.67% | — | $367.3万 | 16.7万股 | $0 | 0股 | +16.7万股 | 新买入 |
 优步UBER |
| 1.64% | 1.79% | $360.6万 | 5.0万股 | $369.4万 | 5.1万股 | -1,371股-2.67% | 减仓 |
 赛富时CRM |
| 1.59% | — | $349.5万 | 2.2万股 | $0 | 0股 | +2.2万股 | 新买入 |
 阿里巴巴BABA |
| 1.58% | 2.58% | $347.7万 | 3.6万股 | $533.8万 | 4.3万股 | -6,316股-14.84% | 减仓 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 1.38% | 2.41% | $304.2万 | 6,626股 | $498.2万 | 1.0万股 | -3,649股-35.51% | 减仓 |
 威瑞森VZ |
| 1.12% | — | $246.5万 | 5.8万股 | $0 | 0股 | +5.8万股 | 新买入 |
 ADOBE COMADBE |
| 1.09% | — | $238.6万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
